FundLens
42
FocusedAvoid

Tata Focused

Tata · Direct–Growth · rank #18 / 28 Smart Score ke hisaab se

Data updated

Tata Focused ka score 42/100 hai — 28 mein #18 Focused fund (Avoid). Mazbooti: expense ratio (category mein 76th percentile) aur utaar-chadhaav (category mein 66th percentile). Kamzori: 3 saal ka return (category mein 31th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
0.0%
+1.1% index ke muqable
3 saal
11.9%
+0.3% index ke muqable
5 saal
12.3%
+0.6% index ke muqable
Launch se
15.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
35.4%
2022
6.6%
2023
29.8%
2024
20.0%
2025
1.4%
2026
-2.8%

Risk metrics

Sharpe ratio
0.37
↑ jitna zyada, utna accha
Sortino ratio
0.50
↑ jitna zyada, utna accha
Std deviation
14.62
↓ jitna kam, utna accha
Alpha
-1.15
↑ jitna zyada, utna accha
Beta
0.98
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.